Clerkie Remote Jobs USA 2024 | Sales Development Representative

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About Clerkie Remote Jobs USA 2024

Only 24% of Americans are considered financially literate and an estimated 60% of Americans want a financial plan but can’t afford it. Clerkie is an AI Financial Planner for the 123M underserved Americans looking for answers.

After spending years helping struggling middle-class families, it became clear that users needed more help with their debt and their finances.

They needed answers. Clerkie uses conversational AI to build in-depth financial knowledge graphs that provide personalized answers and actionable plans for everyday Americans trying to achieve their financial goals.

Clerkie Remote Jobs USA 2024 Details

Company NameClerkie
Job RoleSales Development Representative (SDR)
Job TypeFull Time
Job LocationRemote US
EducationBachelor Degree
Career LevelEntry Level
Salary$40,000 – $70,000/year
Company Websitewww.clerkie.io

Job Description For Clerkie Remote Jobs USA 2024

We are seeking a motivated Sales Development Representative (SDR) to join our dynamic team. As a SDR, you will play a crucial role in expanding our client base by identifying and nurturing potential leads. This position offers an exciting opportunity for individuals who are passionate about our mission and eager to kick-start their career in business development within the fintech industry.

You will work closely with the Director of Business Operations and the broader sales team.

  • Conduct proactive prospecting activities, including cold calling, emailing, and networking, to generate new leads and opportunities.
  • Engage with potential clients to understand their financial needs and challenges, effectively articulating how our software solutions can address their specific requirements.
  • Collaborate closely with the sales and marketing teams to develop and execute targeted outreach strategies aimed at maximizing lead conversion and revenue growth.
  • Utilize our CRM (HubSpot) to maintain accurate records of prospect interactions, track progress, and prioritize follow-up activities.
  • Represent the company at industry conferences, events, and networking opportunities to establish relationships and promote our products and services (travel required approximately once a quarter).

What we look for:

  • You can pivot on the fly. Clerkie is constantly evolving, so our priorities do, too. What you worked on last month may not be what you work on today, and that excites you. You’re not looking for a boring job.
  • You have a “can do” attitude. Our teams create high-quality work on quick timelines. Owning a problem doesn’t scare you, but rather empowers you to take 100% responsibility for achieving our mission.
  • You’ve got positive energy. You’re optimistic about the future and determined to get there.
  • You’re never tired of learning.
  • You appreciate direct communication and look for feedback. You’re both an active communicator and an eager listener.

What You’ll Need: 

  • Proven experience in sales, with a track record of success selling core infrastructure solutions to financial institutions across the debt lifecycle.
  • Excellent communication and interpersonal skills, with the ability to engage confidently with prospects and build rapport.
  • Strong organizational skills and attention to detail, with the ability to effectively manage multiple priorities and deadlines.
  • Bachelor’s degree or equivalent work experience.

Nice-to-Haves:

  • Experience in consumer and personal finance, especially at a startup.
  • Experience with Hubspot or similar CRM tools.

Clerkie Remote Jobs USA 2024 Application Process

  • Eligible candidates are advised to open online Apply Link ( Link given bellow).
  • This link will open on new tab on your browser
  • Read carefully above job description and double click to apply online
  • Fill all your academic qualification, skill experience and other mandatory details.
  • Upload your resume.
  • Check the details before submitting.
  • If you are shortlisted, details will be shared through e-mail or phone call
  • interview and Venue details also will be shared to shortlisted candidates through e-mail.
  • Note : Apply the job before link Expires

We wish you the best of luck in your Clerkie Remote Jobs USA 2024. May your talents shine, and may you find the perfect opportunity that not only meets your professional goals but also brings joy to your everyday work.

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